Executive Financial Strategist

1 week ago

Pushkar, Rajasthan, India beBeeFintech Full time ₹ 50,00,000 - ₹ 75,00,000
Senior Financial Advisor Role

Transforming the way individuals manage their finances is a mission to create smarter, faster, and more convenient financial solutions. Our clients trust us with 2 million+ transactions, making us a leading fintech platform.

We seek an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients. As a CFP & Senior Relationship Manager, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key Responsibilities:
  • Client Relationship Management:
    • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
    • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
  • Financial Planning:
    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
    • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

  • Financial Strategist

    2 weeks ago

    Pushkar, Rajasthan, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Financial StrategistWe are seeking a seasoned financial strategist to drive business growth and success.The ideal candidate will have a strong background in finance, with a minimum of 10 years of overall professional experience and at least 5 years of experience in financial feasibility, estimations, planning, modeling, and valuation specific to...

  • Financial Strategist

    1 week ago

    Pushkar, Rajasthan, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Title: Financial StrategistThe position will spearhead the finance department for our new hotel. As a member of the leadership team, the role champions and develops property-wide strategies to deliver products and services that meet or exceed customer and employee needs.Key Responsibilities:Develops means to improve profit through cost estimation, new...

  • Executive Strategist

    2 weeks ago

    Pushkar, Rajasthan, India beBeeNegotiation Full time ₹ 18,00,000 - ₹ 25,00,000

    Executive Strategist\We are seeking an experienced Executive Strategist to join our global team. This role involves identifying and partnering with organizations to drive business growth, while ensuring compliance with regulatory requirements.\The ideal candidate will possess excellent communication and negotiation skills, with the ability to build strong...

  • Senior Financial Strategist

    1 week ago

    Pushkar, Rajasthan, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job OverviewWe are seeking a highly skilled Financial Strategist to drive business growth and profitability through strategic financial leadership, planning, and analysis.The ideal candidate will possess strong analytical skills, excellent communication abilities, and a proven track record of success in financial management.About the RoleKey...

  • Senior Financial Strategist

    1 week ago

    Pushkar, Rajasthan, India beBeeFinancial Full time ₹ 22,50,000 - ₹ 27,97,500

    Job Title: Senior Financial StrategistWe are seeking a highly skilled finance professional with expertise in strategic financial planning to lead our team's analytical efforts.Develop and implement divisional analytics packs that deliver actionable insights to drive business growth.Oversee service delivery as per defined SLAs with multiple stakeholders.Drive...

  • Chief Financial Strategist

    1 week ago

    Pushkar, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Chief Financial StrategistAbout the Position:We seek a seasoned finance professional to spearhead our financial and advisory operations. The ideal candidate will be responsible for formulating and analyzing comprehensive financial reports, ensuring tax compliance, and supporting project financing through in-depth reports and financial models.Key...

  • Senior Financial Strategist

    2 weeks ago

    Pushkar, Rajasthan, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Senior Financial StrategistWe are seeking an experienced financial leader to drive our company's growth through strategic financial planning and decision-making. This role will be pivotal in shaping our financial strategy, ensuring compliance with regulatory requirements, managing capital and liquidity, and fostering a high-performing finance...

  • Senior Brand Strategist

    2 weeks ago

    Pushkar, Rajasthan, India beBeeCreative Strategist Full time ₹ 15,00,000 - ₹ 22,50,000

    Job Description:Develop and lead customer-centric creative strategies that enhance brand storytelling, product launches, and seasonal campaigns.Design compelling marketing narratives that capture audience attention and drive conversions.Collaborate with cross-functional teams to create engaging digital experiences across websites, social media, email, and...

  • Finance Strategist

    6 days ago

    Pushkar, Rajasthan, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 25,00,000

    As a Senior Financial Strategist, you will drive financial excellence and business acumen.Key Responsibilities:Develop comprehensive financial forecasts and budgets across multiple product lines to ensure accurate analysis and reporting.Deliver insightful data-driven insights to support business decisions through variance reporting and analytics.Collaborate...

  • Content Strategist

    2 weeks ago

    Pushkar, Rajasthan, India beBeecontent Full time ₹ 8,00,000 - ₹ 16,00,000

    Job Summary:We are seeking a Content Strategist to develop and execute comprehensive content plans that drive business objectives, learner acquisition goals, and conversion-focused copy.